Follow-Up Depends On Memory
A producer sends one reply and moves to the next urgent task. An interested prospect slips behind today's calls without a planned next touch.
Book more appointments
Turn More Leads Into Appointments Conversations Opportunities
Spend more time talking to prospects and less time chasing a booking. Kadence follows up by text and email, lets people choose a time, and sends reminders before the appointment.
Current reality
Interested Does Not Mean On The Calendar.
Your CRM has people who asked for help, but your producers still have gaps between appointments. An unanswered message or a week of scheduling back-and-forth can leave that interest sitting idle.
Scheduling Becomes A Chase
The prospect is free on Tuesday. Your producer replies on Wednesday. Back-and-forth messages turn a simple booking into an unfinished task.
Booked Time Goes Unused
An appointment lands on the calendar without a clear confirmation or reminder. Your producer prepares for a conversation the prospect has forgotten.
Old Leads Stay Buried
People who were not ready last month sit untouched while you pay for new names. There is no organized way to invite eligible prospects back.
A connected booking flow
Help Interest Become A Conversation
- 2 Messaging Channels Configured email and text follow-up
- 3 Booking Touchpoints Invitation, confirmation, reminder
- 1 Contact Timeline Follow the conversation in your CRM
- 4 Setup Phases Map, connect, test, launch
How it works
From Interested Lead To Time On The Calendar
Invite the right prospects, let them pick a time, and keep the appointment details in front of them.
01
Choose Who To Reach
Start with new inquiries or older leads you have permission to contact. Choose who needs an invitation so your producers can work a clear list.
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02
Send The Follow-Up
Text and email follow-up put the invitation back in front of eligible prospects. Set the timing and stop rules so the sequence reflects replies, bookings, and opt-outs.
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03
Make A Time Easy To Pick
Let prospects choose an open time on the right producer calendar. They can book without waiting for another round of scheduling messages.
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04
Confirm And Remind
Send a confirmation and reminders with the appointment time and meeting details. Give prospects a clear way to reschedule when plans change.
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05
Have The Conversation
Your licensed producer takes the appointment with the contact history at hand. The team records the outcome so future follow-up reflects what actually happened.
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The result
Less Booking Work. More Conversations.
Move invitations, scheduling, and reminders off your producers' daily to-do list.
Less Calendar Chasing
Let prospects book an open time on the right producer calendar.
More Talk Time
Free producers from repeating the same booking messages.
A Second Chance
Invite eligible older leads back into a conversation.
Clear Appointment Info
Send the time, next steps, and reminder before the meeting.
A Visible Next Step
See which contacts have booked and which need attention.
Steadier Follow-Up
Send follow-up texts and emails on the schedule you approve.
What it is worth
Put a Value on More Booked Conversations
Use prospects already eligible for follow-up. Estimate additional bookings, then apply your own appointment-to-policy rate.
Additional prospects who book an appointment 10%
Choose an assumption to explore. This is your scenario, not a measured Kadence result.
500
Exclude people already booked, opted out, or not eligible for contact.
20%
Of all appointments booked, what percentage becomes placed business? Include no-shows.
$900
Enter the amount your business keeps, excluding amounts paid to others.
50 additional appointments per month in this scenario
Modeled annual commission
$108,000
That is $9,000 in modeled monthly commission.
Modeled annual commission: $108,000. $9,000 in modeled monthly commission.
- Eligible prospects per month
- 500
- Additional appointments per month
- 50
- Modeled policies per month
- 10
Illustrative scenario using your inputs, not a forecast or guaranteed revenue. Excludes costs, usage fees, taxes and timing of payments. Do not add this to other calculators: opportunities may overlap. How we calculate this
We do the setup
Built Around The Way Your Team Books
We connect your booking rules with messages your team is comfortable sending. Your review, calendar access, and messaging readiness determine the launch timing.
- Phase 1
Map Your Booking Rules
We define appointment types, availability, and who receives each booking. You choose the leads and stages that need follow-up.
- Phase 2
Approve The Messages
We draft the invitations, confirmations, and reminders. You review the audience, consent requirements, and stop rules.
- Phase 3
Build And Test The Flow
We connect the agreed calendars and message sequences. Sample bookings let your team check timing, assignments, and rescheduling.
- Phase 4
Start Booking
We launch the approved flow for the agreed audience. Your team learns how to handle replies and record appointment outcomes.
FAQ
Before You Fill The Calendar
How booking and follow-up fit into your agency's workday.
How is this different from catching an inbound lead?
Lead capture makes sure an inquiry reaches a contact record and the right person. This result covers what happens afterward: inviting eligible prospects to book, keeping follow-up moving, and sending confirmations and reminders.
Can each producer have their own calendar?
We configure booking around your appointment types and team structure. During setup we confirm calendar connections, producer availability, and assignment rules so prospects reach the appropriate person.
Can we follow up with old leads?
Yes, for an agreed audience you have permission to contact. We review the source, age, and status of the list with you, then build an appropriate reactivation message and next step. An old contact record alone does not establish permission to send a campaign.
What happens when someone replies or books?
We configure the sequence to respond to the agreed events, including bookings and opt-outs. Replies that need a person go to your team. We test stop conditions so prospects do not keep receiving an invitation for an appointment they have already booked.
Will reminders prevent every no-show?
No. Confirmations and reminders give people the details and a prompt to attend, but attendance remains their decision. Your team can use the recorded outcome to decide whether a missed appointment needs another invitation.
Does Kadence sell insurance during follow-up?
No. These flows support scheduling and approved follow-up. Licensed producers handle insurance advice, coverage recommendations, and sales conversations. This page does not offer outbound AI sales calls.
Are more appointments guaranteed?
No. Booking depends on lead quality, offer, contact permissions, availability, and how prospects respond. The calculator lets you explore your own assumptions; it is a scenario, not a forecast or a promise of production.
Still have a question? Email us at hi@startkadence.com
Turn The Next Reply Into A Time To Talk.
See a prospect get a follow-up, choose a time, and receive an appointment reminder.